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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,097 | $51,184-6.0% | $66,439-27.6% | $86,983-44.7% |
| Participation rate | 89.7% | 68.5%+21.2pp | 74.5%+15.2pp | 69.5%+20.1pp |
| Annual return | 9.24% | 17.07%-7.8pp | 757.66%-748.4pp | 25.83%-16.6pp |
| Employer contribution / active EE | $4,093 | $2,023+102.4% | $2,637+55.2% | $2,584+58.4% |
| Participant deferral / active EE | $2,576 | $2,927-12.0% | $3,876-33.6% | $4,194-38.6% |
| Admin fee / account holder | $5,711 | $4,154+37.5% | $6,173-7.5% | $7,856-27.3% |